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Financial Services Administrator

3 months ago

Cheltenham, United Kingdom HR Services and Solutions Full time

Financial Services Administrator - c£32k + Bonus + EXCELLENT Benefits (SEE BELOW)

PERMENANT ROLES

IDEALLY HAVE FINANCIAL SERVICES BACKGROUNDS

1 X ROLE BASED IN WARICK

1 X ROLE BASED IN CHELTENHAM

1 X ROLE BASED IN ARUNDEL (WEST SUSSEX)

ESTABLISHED GROWING BUSINESS

EXCELLENT CAREER PROGRESSION

Our client is a leader in their field and now have exciting site based roles for experienced Client Managers. The role will see you working closely with the Administration Manager and established team of Administrators to provide an integral function to the wider team.

Duties and Responsibilities

* Providing proactive and dedicated assistance to Advisers

* Managing Adviser’s diaries and arranging client meetings

* Contacting clients by telephone / email / Portal to ensure that the processing of their advice in not held up

* Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements

* Preparing meeting packs and papers and ensuring they are ready for client appointments Processing new business.

* Keying Illustrations, projections and Valuations.

* Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding.

* To comply at all times with the Compliance and Training and Competence Procedures of the Company.

* Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.

* Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.

Skills and Experience

Essential:

* Experience of working within a financial services environment

* Experience of dealing directly with customers

* Experience of being a first point of contact for the adviser

* Ability to Manage diaries/booking client meetings

* Good Meet and greet clients / guests skills

* Ability to support team members and work as a one team mentality

* Able to manage multiple tasks and activities

Preferred

* Knowledge of Curo and Dynamic Planner

* Oversight and data quality monitoring experience

Benefits

* Death in Service (4 x annual salary)

* Private Medical Insurance

* Group Income Protection

* Healthcare cash back plan

* Pension 5% employer contribution, 3% employee contribution

* Discretionary bonus based on company and personal performance

* 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional

If you feel you have the skills and experience, please upload your CV in the first instance and we will be in touch